Peninsula Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Peninsula Wealth’s Portfolio DFUV Stock Details DFUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.98M	Buy	48,335 +117	+0.2%	+$4.97K	0.34%	33
2024 Q3	$2.06M	Buy	48,218 +119	+0.2%	+$4.81K	0.36%	31
2024 Q2	$1.93M	Sell	48,099 -7,519	-14%	-$297K	0.36%	30
2024 Q1	$2.27M	Buy	55,618 +126	+0.2%	+$4.81K	0.45%	26
2023 Q4	$2.07M	Sell	55,492 -3,127	-5%	-$108K	0.43%	24
2023 Q3	$1.91M	Sell	58,619 -50,270	-46%	-$1.76M	0.45%	23
2023 Q2	$3.76M	Buy	108,889 +1,788	+2%	+$59.7K	0.98%	18
2023 Q1	$3.59M	Buy	107,101 +4,176	+4%	+$143K	1.03%	18
2022 Q4	$3.45M	Buy	102,925 +33,262	+48%	+$1.11M	1.08%	16
2022 Q3	$2.06M	Buy	+69,663	New	+$2.27M	0.73%	20

Other funds holding DFUV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Peninsula Wealth's DFUV Position: Q4 2024 in Review

Peninsula Wealth increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.24% in Q4 2024, buying an estimated $4.97K and bringing the position to 48,335 shares worth $1.98M. The position accounts for 0.34% of the portfolio, ranked #33.

Peninsula Wealth first reported a position in DFUV in Q3 2022 and has held it in 10 quarters since. The position peaked at $3.76M in Q2 2023. 668 funds tracked by Wall St. Rank hold DFUV as of Q4 2024.

Peninsula Wealth held 48,335 shares of Dimensional US Marketwide Value ETF worth $1.98M as of Q4 2024.
Peninsula Wealth bought 117 Dimensional US Marketwide Value ETF shares in Q4 2024, an estimated $4.97K.
Dimensional US Marketwide Value ETF made up 0.34% of Peninsula Wealth's portfolio in Q4 2024, its #33 holding.
Peninsula Wealth first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 10 quarters since.
Peninsula Wealth's Dimensional US Marketwide Value ETF position peaked at $3.76M in Q2 2023.
668 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.